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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,649 | $167,352-32.7% | $143,788-21.7% | $134,509-16.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.40% | 0.47%-5.9pp | -0.03%-5.4pp | 418.13%-423.5pp |
| Employer contribution / active EE | $8,567 | $5,620+52.4% | $4,952+73.0% | $4,741+80.7% |
| Participant deferral / active EE | $9,510 | $6,447+47.5% | $5,638+68.7% | $6,400+48.6% |
| Admin fee / account holder | $8,960 | $18,091-50.5% | $14,675-38.9% | $11,427-21.6% |